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Showing 51 to 60 of 402 search results for pensions guidance levy.

  1. Unit-linked funds’ governance review (follow up to PS18/8): findings and next steps

    Multi-firm reviews Published: 24/09/2019 Last modified: 24/09/2019
    We reviewed firms’ governance practices covering the value provided by unit-linked funds. This is part of wider work in this area, including a review of non-workplace pensions, the governance of unit-linked mirror funds, and the effectiveness and

  2. Partnerships, priorities and predictions for the future in the pensions market

    Speeches Published: 14/10/2021 Last modified: 14/10/2021
    Speech by Sarah Pritchard, Executive Director, Markets, to the Pensions and Lifetime Savings Association 

  3. Pension transfer advice: what to expect

    Financial advisers Life insurers and pension providers Published: 04/06/2020 Last modified: 27/09/2021
    Read detailed information, considerations and steps when transferring out of a Defined Benefit scheme.

  4. Pensions and Retirement income: our guidance for firms

    Life insurers and pension providers Published: 07/04/2020 Last modified: 13/08/2021
    The FCA's guidance for pension providers and DB transfer advisers, as the coronavirus (Covid-19) pandemic develops. The FCA is working with industry to ensure the market can deliver fair outcomes for consumers.

  5. Signposting to pensions guidance: our findings

    Research Published: 13/07/2016 Last modified: 17/08/2021
    Since April 2015, consumers have had greater choice around how they access their Defined Contribution (DC) pension savings. It is important that consumers looking to access these savings understand the consequences of the decisions they make.

  6. We confirm periodic review of pension transfers redress guidance

    Life insurers and pension providers Statements Published: 01/09/2021 Last modified: 01/09/2021
    This statement confirms that the FCA intends to start a periodic review of the redress guidance by the end of 2021 and sets out its expectations of firms while the review is ongoing.

  7. Standards for the provision of pensions guidance by designated guidance providers: cost benefit analysis [pdf]

    Thematic reviews Published: 27/02/2015 Last modified: 03/08/2016
    In this cost benefit analysis we assess the costs and benefits arising from Policy Statement 14/17 Retirement Reforms and the guidance Guarantee, including feedback on CP14/11.

  8. FG21/3: Advising on pension transfers

    Finalised guidance Published: 30/03/2021 Last modified: 30/03/2021
    This Finalised Guidance (FG) provides non-Handbook guidance to help advisers understand our expectations when advising on pension transfers and conversions.

  9. Retail Prices Index changes and DB pension transfer redress

    Statements Published: 03/03/2021 Last modified: 10/03/2021
    We will amend our Finalised Guidance for firms on how to calculate redress for unsuitable DB transfers in mid-March 2021 to reflect Government changes to the way that the Retail Prices Index (RPI) inflation measure is calculated from 2030.

  10. Regulation round-up March 2018

    Newsletters Published: 15/03/2018 Last modified: 23/03/2018
    Regulation round-up is our monthly email to all regulated firms, updating you on the latest news that affects your sector.